2025 Industry Partner Briefing 

An exclusive update from Netwealth’s senior team for our valued partners

Get the latest on Netwealth

Join Netwealth’s senior leadership as they present our business strategy, the priorities driving our next phase of growth, and the opportunities we see for our partners to thrive in an increasingly competitive, fast-moving market. After the session, connect with Netwealth’s senior leadership team and your peers over drinks and canapés.

 

What you will gain from this briefing?

  • Netwealth’s strategic roadmap - A clear view of our priorities, business direction, and developments that matter to partners.
  • Market intelligence - Insights on adviser preferences, investment flows, managed account strategies, and broader market trends.
  • Expanded platform capabilities - Updates on private assets, managed accounts, custodial models, pricing structures, and more.
  • Connect with leaders and peers - Meet key Netwealth leaders, engage with peers, and explore how we can work more closely together.

Register now for a city near you

 

Brisbane

  • Date:  Wednesday, 1st October 
  • Time: 3:00 PM - 5:30 PM 
  • Address: Level 4, 480 Queen St, Brisbane

Register

 

Sydney

  • Date:  Thursday, 2nd October 
  • Time: 3:00 PM - 5:30 PM 
  • Address: Level 15, 1 Farrer Place St, Sydney

Register

 

Melbourne 

  • Date:  Thursday, 9th October 
  • Time: 3:00 PM - 5:30 PM 
  • Address: Level 6, 180 Flinders St, Melbourne

Register

 

Meet your speakers

Damian Holland

Executive General Manager - Sales & Distribution
Visit Damian's LinkedIn profile

Paul Yates

Sales Director – NSW/ACT
Visit Paul's LinkedIn profile

Andrew Dwyer

Regional Sales Manager
Visit Andrew's LinkedIn profile

Brett Joffe

Co-CEO of Flux
Visit Brett's LinkedIn profile

Samantha Lim

Commercial Manager - Product & Investment
Visit Sam's LinkedIn profile

James Mantella

Head of Strategy & Development - Adviser Transactions
Visit James' LinkedIn profile

Leader Simatupang

Head of Investment Research & Governance
Visit Leader's LinkedIn profile